XSW vs IYW

AXSW

BIYW

Measures won1–5IYW wins · of 6 · 5Y

$10,000 · 5Y$22,539IYW · XSW $11,885

Lowest cost0.35%XSW · $35 on $10k

Most income0.10%IYW · $10 on $10k

Smallest drop−16.8%IYW · worst fall in 1Y

Held in common11.7%XSW and IYW

XSW

IYW

State Street SPDR S&P Software & Services ETF · $492MiShares U.S. Technology ETF · $23.5B

+21.5%3 years · per year$17,919 · $23,512+33.0%

+3.5%5 years · per year$11,885 · $22,539+17.6%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $10 on $10k0.10%

−31.4%Worst dropSmaller wins−16.8%

31.2%VolatilityLower wins25.0%

1–5IYW wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSW · IYW

0.9%CRWD1.3%

0.8%MSFT13.7%

0.8%PANW1.5%

0.8%IBM1.2%

Held in common11.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$23.5B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	+1.5%	+12.7%	+6.4%	+21.5%	+3.5%	−31.4%	$492M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$23.5B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	+1.5%	+12.7%	+6.4%	+21.5%	+3.5%	−31.4%	$492M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSW vs IYW

XSW

SPDR S&P Software & Services

$11,885

IYW

iShares U.S. Technology

$22,539

MeasureXSWIYW

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield0.00%0.10%

5 years, per year+3.5%+17.6%

3 years, per year+21.5%+33.0%

Worst drop · 1Y−31.4%−16.8%

Volatility · 1Y31.2%25.0%

5–1measures won
IYW first

11.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XSW, IYW

Today

11.7%most shared, XSW and IYW

XSWIYW

XSW—11.7%

IYW11.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee